Filed January 6, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $76,158 |
Service code 27 707 SKOKIE BLVD STE 400 · NORTHBROOK, IL 60062 | Advisory (Plan) | $66,874 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,536 | $27,322+19.1% | $74,701-56.4% | $82,204-60.4% |
| Participation rate | 17.9% | 31.7%-13.9pp | 54.5%-36.6pp | 73.4%-55.5pp |
| Annual return | 21.68% | 28.26%-6.6pp | 752.92%-731.2pp | 26.31%-4.6pp |
| Employer contribution / active EE | $69 | $324-78.8% | $1,084-93.7% | $2,707-97.5% |
| Participant deferral / active EE | $624 | $909-31.4% | $1,964-68.2% | $4,246-85.3% |
| Admin fee / account holder | $125 | $86+44.8% | $3,333-96.3% | $76+64.9% |